TOPICS
How to conduct a local administration
A local administration is when the rater sits down at your computer and completes the assessment. The local administration is especially useful when the rater does not have access to a computer or reliable internet service.
To conduct a local administration
- Select the Local Administration icon for a product. This could be on the Express Launcher page or a product landing page.
A list of available forms appears.
- Select a form by clicking Select in the right column.
A list of clients appears.
- Select a client by clicking the checkbox to the left of their name.
- Click Next.
- Review the client information.
If there is a mistake, you can correct it on this page. Note that any changes you make will be applied to the client’s information on the My Clients page.
- Click Save. (Note that you need to click Save to proceed, even if you haven’t changed the client information).
- Click Start Now to begin the assessment.
The selected form opens. Allow the client or rater to enter their responses.
No, you do not need to send an invitation link to the rater ahead of time (unless you want them to complete the assessment on their own computer, in which case you would create an invitation). However, to conduct a local administration, you do need to contact the rater to decide on a mutually agreeable time for them to meet with you so they can complete the assessment on your computer.